Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elinor? Claim Your ProfileElinor Ho is a financial professional with over 28 years of experience in the industry. Elinor is a registered investment advisor and holds several licenses including Series 7, Series 6, Series 63, Series 24, and Series 31. Elinor is a Chartered Financial Consultant and specializes in providing financial planning, portfolio management, and educational seminars. Elinor is currently affiliated with Osaic Wealth, Inc. in Southfield, Michigan, and has previously worked with Securities America, Inc., LPL Financial LLC, Mutual Service Corporation, Vestax Securities Corporation, Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. Elinor is committed to providing comprehensive and personalized financial guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
06/14/2024 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
MI
04/15/2011 - 06/14/2024
SECURITIES AMERICA, INC. (SOUTHFIELD MI)
MI
09/08/2009 - 04/27/2011
LPL FINANCIAL LLC (TROY MI)
MI
07/26/2002 - 09/08/2009
MUTUAL SERVICE CORPORATION (TROY MI)
OH
03/14/2001 - 07/30/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
11/18/1994 - 03/12/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/18/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elinor Ho is the right advisor for you? Invested Better is here to help.
